Who owns IAK?
iShares U.S. Insurance ETF · iShares
147 institutions reported holding IAK, worth $211.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IAK
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $24.9M | 177,253 | +39,154 shares |
| LPL Financial LLC | Fort Mill, SC | $16.1M | 114,300 | +12,213 shares |
| Wells Fargo & Company | San Francisco, CA | $11.3M | 80,351 | −1,259 shares |
| Schorn Wealth LLC | Englewood, FL | $9.3M | 66,477 | +4,197 shares |
| Legend Financial Advisors, Inc. | Pittsburgh, PA | $8.2M | 58,386 | +2,879 shares |
| BNP Paribas Financial Markets | Paris, France | $7.0M | 50,000 | New position |
| Bank of America Corp. | Charlotte, NC | $5.4M | 38,276 | +10,157 shares |
| Citadel Advisors LLC | Miami, FL | $5.2M | 37,023 | +22,829 shares |
| Goldman Sachs Group Inc. | New York, NY | $5.0M | 35,358 | +16,178 shares |
| Lee Danner & BASS Inc. | Nashville, TN | $4.8M | 33,880 | −698 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IAK?
147 institutional managers reported holding IAK in Form 13F filings for June 30, 2026, worth $211.9M in total. The largest reported position was held by Morgan Stanley, at $24.9M.
Did institutions buy or sell IAK last quarter?
Reported 13F value rose 15.5% from March 31, 2026, which includes price moves as well as buying and selling. 37 firms reported a new position and 20 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IAK ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.